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Switch from QuickBooks Self-Employed to QuickBooks Solopreneur

by Intuit Updated 1 month ago

Learn how to move from QuickBooks Self-Employed to QuickBooks Solopreneur.

QuickBooks Solopreneur offers many of the same features as QuickBooks Self-Employed, plus bank linking, automatic transaction categorization, estimates and invoices, mileage tracking, and more. We'll show you how to make the move to QuickBooks Solopreneur.

Manually switch from QuickBooks Self-Employed to QuickBooks Solopreneur

QuickBooks Solopreneur customers can sign in through the QuickBooks mobile app. If you haven't already, you can download here:

Step 1: Download and save your data

Download all your QuickBooks Self-Employed transactions so you can copy them to QuickBooks Solopreneur. It’s never a bad idea to have an extra copy of your transactions for safekeeping, even if you want to start from scratch.

Step 2: Subscribe to QuickBooks Solopreneur

Go to our website’s Plans & Pricing page to subscribe to QuickBooks Solopreneur.

Step 3: Copy your data to QuickBooks Solopreneur

Before you start moving your data, first consider what type of data to copy.

Save time and avoid importing duplicate transactions with Online banking. With this feature, you can connect your bank and credit card accounts to QuickBooks Solopreneur and download your transactions.

Alternatively, you can manually upload transactions into QuickBooks Solopreneur.

Step 4: Cancel your QuickBooks Self-Employed subscription

After importing your data to QuickBooks Solopreneur, you can cancel your QuickBooks Self-Employed subscription.

To see product feature comparison and FAQs, check out our introduction to QuickBooks Solopreneur.

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